Lead Generation Case Study for a Payment Processing Company

Campaign Snapshot

Key campaign details, target audience, and outreach scope.

Company Name: TriStar Perks
Industry: Payment Processing & Business Management Platform
Location: Michigan, United States
Target Prospects: Business Owners, CFOs, Operations Managers, Retail Managers, Restaurant Owners
Company Size Target: Businesses processing $10K+ in monthly transactions
Service Provided: Merchant Services Lead Generation and Appointment Setting
Campaign Duration: 8 Months
Channels Used: Cold Calling, Email Marketing
Total Appointments: 178

Channel Activity Metrics

Outbound activity levels that supported appointment generation.

• Cold Calls Placed: 38,600+
• Emails Sent: 12,900+
• Total Conversations: 4,800+
• Average Monthly Calls: 4,800+

TriStar Perks Overview

TriStar Perks offer sn allinone payment procession and business management platform for merchants of the United States. They combine payment processing, POS hardware and business management software into a one stop solution which is structured to reduce and completely remove card processing costs.

They were looking for a complete B2B sales lead generation and appointment setting service to grow their business improving businesses who need payment or card processing solutions.

The Challenge

The company needed a scalable and cost-effective outbound system to reach qualified merchants.

• No in-house SDR or cold calling team
• High cost of building an internal prospecting department
• Inconsistent flow of qualified appointments
• Need for trained outreach specialists

As a result, the company lacked a predictable and scalable way to generate qualified merchant conversations.

Campaign Objectives

The goal was to create a steady pipeline of qualified merchant appointments.

• Reach business owners processing $10K+ monthly
• Introduce the all-in-one payment solution
• Generate qualified discovery appointments
• Reduce reliance on expensive in-house prospecting

Multichannel Outreach Strategy

A combination of cold calling and email follow-ups improved engagement and booking rates.

Cold Calling Campaign

Direct phone outreach connected with merchant decision-makers.

• Introduced payment processing and POS solutions
• Identified current processing costs and pain points
• Qualified prospects for discovery meetings

Email Follow-Up

Email communication reinforced the value proposition after calls.

• Sent solution overviews and savings examples
• Shared platform benefits and features
• Provided booking links for appointments

Qualification Criteria

Prospects were screened to ensure only high-fit opportunities were scheduled.

• Businesses processing $10K+ per month
• Role in financial or operational decisions
• Interest in reducing card processing costs
• Availability for a discovery call

Booking Method

Qualified prospects were scheduled directly into the client’s calendar.

• Direct calendar booking with the sales team
• Confirmed meetings via phone or email

Campaign Results

The campaign delivered a consistent flow of qualified merchant appointments.

Appointment Outcomes

Summary of meeting volume and conversion metrics.

• Total appointments booked: 178
• Average monthly appointments: 22
• Estimated contact-to-appointment conversion: 4.6%

Sales Impact

The client converted a portion of meetings into new merchant accounts.

• Qualified opportunities created: 118+
• New merchant accounts secured: 41
• Average annual account value: $14,500

Pipeline & Revenue Impact

The campaign produced measurable revenue opportunities.

• Total estimated sales pipeline: $2.6M+
• Annualized revenue from new accounts: $594,500+
• Appointment consistency improvement: 255% increase

Why the Campaign Worked

Several strategic factors contributed to the campaign’s success.

Clear Cost-Savings Message: We focused on clear cost saving to reduce and remove card processing fees during messaging.

Merchant-Focused Targeting: Prospects were qualified and then selected based on transaction volume and industry match.

Consistent Daily Outreach:  Our structured cold calling and outreach activity created predictable monthly results.

Cost-Effective Prospecting Model: We took care of prospecting so it removed the requirements for an internal SDR team.

Sample Outreach Workflow

A simple, repeatable process ensured consistent results.

1. Identify businesses processing $10K+ monthly
2. Initiate cold calling outreach
3. Introduce payment and POS solutions
4. Qualify processing volume and needs
5. Send follow-up email with savings overview
6. Schedule qualified appointment
7. Client sales team conducts demo and onboarding

Key Performance Summary

A quick overview of the main campaign results.

• Campaign Duration: 8 Months
• Total Appointments: 178
• Monthly Average: 22
• New Merchant Accounts: 41
• Pipeline Generated: $2.6M+
• Revenue Impact: $594,500+ annually
• Appointment Consistency Growth: 255% increase